RIA Intel›Advisers›Georgia›CAPITAL BENCHMARK PARTNERS, LLC

CAPITAL BENCHMARK PARTNERS, LLC

Advisory

ATLANTA, GA

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in GA

#578

of 607 advisers by AUM

Average account

$118K

across 477 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$52M

Non-Discretionary AUM$4M

Discretionary %93%

Total Clients136

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, GA, NY, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

136 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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